Lykos Global Management, LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Lykos Global Management, LP reported 3 stock positions worth $30.4 million. Its top holding was Medline Class A (MDLN) at 76.9% of the portfolio, followed by Forgent Power Solutions Class A (FPS, 21.7%) and Digitalocean (DOCN, 1.4%). Compared with Q4 2025, it opened 2 new positions, sold out of 35 and reduced 1. The biggest buy was a new position in Forgent Power Solutions Class A (FPS) and the biggest sale an exit from Waystar (WAY).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0002009895
- Portfolio Value
- $30.4M (Q1 2026)
- SEC Filing
- 0002009895-26-000004 ↗ filed May 15, 2026
Holdings Value
Holdings 3 stocks · $30.4M
Portfolio Sells Q4 2025 → Q1 2026
| WAY Waystar Holding Corp. | Sold out | 0.00% | −23.17 |
| CRWV Coreweave Inc. Class A | Sold out | 0.00% | −14.19 |
| CRCL Circle Internet Group Inc. | Sold out | 0.00% | −7.85 |
| MIAX Miami International Holdings | Sold out | 0.00% | −5.49 |
| BLSH Bullish | Sold out | 0.00% | −2.68 |
| FIG Figma Inc. Class A | Sold out | 0.00% | −2.64 |
| ARX Accelerant Holdings Class A | Sold out | 0.00% | −2.02 |
| SAIL Sailpoint Inc. | Sold out | 0.00% | −2.00 |
| NTSK Netskope Inc. Class A | Sold out | 0.00% | −1.86 |
| ALH Alliance Laundry Holdings Inc. | Sold out | 0.00% | −1.58 |
| LGN Legence Corp. Class A | Sold out | 0.00% | −1.52 |
| FLOC Flowco Holdings Inc. Class A | Sold out | 0.00% | −0.99 |
| AII American Integrity Insurance | Sold out | 0.00% | −0.96 |
| KRMN Karman Holdings Inc. | Sold out | 0.00% | −0.78 |
| SMA Smartstop Self Storage REIT | Sold out | 0.00% | −0.77 |
| KLAR Klarna Group PLC | Sold out | 0.00% | −0.61 |
| BETA Beta Technologies Inc. Class A | Sold out | 0.00% | −0.60 |
| VOYG Voyager Technologies Inc. Class A | Sold out | 0.00% | −0.55 |
| SLDE Slide Insurance Holdings Inc. | Sold out | 0.00% | −0.55 |
| WBI Waterbridge Infrastruc Class A | Sold out | 0.00% | −0.50 |
| HNGE Hinge Health Inc. Class A | Sold out | 0.00% | −0.49 |
| KMTS Kestra Medical Technologies | Sold out | 0.00% | −0.47 |
| FIGR Figure Technology Solut Class A | Sold out | 0.00% | −0.43 |
| HTFL Heartflow Inc. | Sold out | 0.00% | −0.41 |
| AHL Aspen Insurance Holdings Class A | Sold out | 0.00% | −0.39 |
| BRCB Black Rock Coffee Bar Inc. Class A | Sold out | 0.00% | −0.39 |
| GEMI Gemini Space Station Inc. Class A | Sold out | 0.00% | −0.35 |
| FLY Firefly Aerospace Inc. | Sold out | 0.00% | −0.32 |
| AERO Grupo Aeromexico Sab DE CV | Sold out | 0.00% | −0.31 |
| ASIC Ategrity Specialty Holdings | Sold out | 0.00% | −0.30 |
| ETOR Etoro Group Ltd. Class A | Sold out | 0.00% | −0.25 |
| BBNX Beta Bionics Inc. | Sold out | 0.00% | −0.22 |
| NP Neptune Insurance Holdi Class A | Sold out | 0.00% | −0.21 |
| CAI Caris Life Sciences Inc. | Sold out | 0.00% | −0.19 |
| OMDA Omada Health Inc. | Sold out | 0.00% | −0.17 |
| MDLN Medline Inc. Class A | Reduce -34.4% | 76.91% | +53.14 |